Skip to content
Nonprofiteer
← SECURITY MUTUAL LIFE INSURANCE COMPANY FLOOD RELIEF CHARITABLE TR

Form 990 for tax year 2024

Filed by SECURITY MUTUAL LIFE INSURANCE COMPANY FLOOD RELIEF CHARITABLE TR.

Totals

Total revenue
$393,352
Total expenses
$420,304
Contributions and grants received
$199,069
Grants paid
$376,079
Program service revenue
$0
Investment income
$25,808
Other revenue
$168,475
Total assets, end of year
$753,235
Total liabilities, end of year
$88,925
Net assets or fund balances, end of year
$664,310
Program services expenses (Part IX)
$376,079
Management and general expenses
$24,533
Fundraising expenses
$19,692
Program service expenses (Part III)
$376,079

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $199,069

  • 1g · Noncash contributions included above

    $2,813

  • 3 · Investment income

    total $25,808 · related or exempt $25,808

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $232,583

  • 8b · Fundraising events: direct expenses

    $75,866

  • 8c · Net income from fundraising events

    total $156,717 · excluded $156,717

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $8,830

  • 10b · Cost of goods sold

    $3,757

  • 10c · Net income from sales of inventory

    total $5,073 · related or exempt $5,073

  • 11a · Other revenue: GAIN ON CONTRIBUTION OF INV

    total $6,685 · related or exempt $6,685

  • 11e · Other revenue, total

    $6,685

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $376,079 · program services $376,079

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $4,296 · management and general $4,296

  • 11c · Fees: accounting

    total $11,013 · management and general $11,013

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $19,692 · fundraising $19,692

  • 13 · Office expenses

    total $9,224 · management and general $9,224

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $448,924 · end of year $498,818

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $256,239 · end of year $244,700

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $9,717 · end of year $9,717

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,618 · end of year $39,734

  • 18 · Grants payable

    end of year $40,991

  • 25 · Other liabilities

    beginning of year $16,000 · end of year $8,200

  • 27 · Net assets without donor restrictions

    beginning of year $688,825 · end of year $622,745

  • 28 · Net assets with donor restrictions

    beginning of year $2,437 · end of year $41,565

Mission and programs · 2024

Mission

THROUGH ITS SOCK OUT CANCER INITIATVE, TO ASSIST FINANCIALLY DISTRESSED CANCER PATIENTS AND THEIR FAMILIES TO PAY FOR NON-MEDICAL NECESSITIES SUCH AS FOOD, TRANSPORTATION, AND HOUSING; AS WELL AS TO RAISE PUBLIC AWARENESS OF THE FINANICAL DIFFICULTIES THAT FAMILIES AFFLICTED BY CANCER FACE.

  • THE SECURITY MUTUAL LIFE FOUNDATION THROUGH SOCK OUT CANCER, LLC, AND THE SOCK OUT CANCER INITIATIVE, PROVIDE GRANTS TO HOSPITAL FOUNDATIONS AND OTHER AFFILIATED CHARITABLE ORGANIZATIONS TO ASSIST FINANCIALLY DISTRESSED CANCER PATIENTS AND THEIR FAMILIIES PAY FOR NON-MEDICAL NECESSITIES SUCH AS FOOD, TRANSPORTATION, AND HOUSING SO PATIENTS CAN FOCUS THEIR ENERGY ON FIGHTING CANCER.

    Expenses $376,079 · Grants $376,079

As filed on the 2024 return.

Listed in Part VII

  • Bruce Boyea

    Trustee

    Total calculated
    $0
    Hours/week
    10
  • Kirk R Gravely

    Trustee

    Total calculated
    $0
    Hours/week
    10
  • Kevin McKeown

    Trustee

    Total calculated
    $0
    Hours/week
    10
  • Frederick L Wortman

    Trustee

    Total calculated
    $0
    Hours/week
    10
  • Mary Ward

    Trustee

    Total calculated
    $0
    Hours/week
    10
  • Jeffrey M Jacobs

    OFFICER

    Total calculated
    $0
    Hours/week
    10

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SOCK OUT CANCER LLC

    FUNDING DISTRESSED CANCER FAMILIES · NY · income $433,289 · assets $736,556

    Directly controlled by SECURITY MUTUAL LIFE FOUNDATION

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SECURITY MUTUAL LIFE INSURANCE CO OF NY

    C corp · INSURANCE COMPANY · NY

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202533119349303083

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.